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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,256 | $177,595-52.0% | $148,496-42.6% | $198,609-57.1% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 13.43% | 9.97%+3.5pp | 12.33%+1.1pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,232 | $5,539-59.7% | $4,808-53.6% | $6,977-68.0% |
| Admin fee / account holder | $25,443 | $27,010-5.8% | $19,547+30.2% | $19,030+33.7% |